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Flexshares Stoxx US ESG Sele (ESG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Clear Point Advisors Inc.
NEW
Shares35,339
Change+35,339
Value$2.1M
Filed 2026-10-30
RVW Wealth, LLC
DECREASED
Shares15,885 from 16,058
Change-173 (-1%)
Value$2.9M (+$29.2K)
Filed 2026-10-06
First United Bank & Trust
DECREASED
Shares15,567 from 17,299
Change-1,732 (-10%)
Value$2.8M (-$246.0K)
Filed 2026-10-22
Roof Eidam Maycock Peralta, LLC
UNCHANGED
Shares9,034 from 9,034
Change0 (0%)
Value$1.6M (+$33.9K)
Filed 2026-10-15
Founders Financial Securities LLC
DECREASED
Shares6,108 from 6,155
Change-47 (-1%)
Value$1.1M (+$14.7K)
Filed 2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares6,053 from 6,052
Change+1 (+0%)
Value$1.1M (+$23.0K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares5,575 from 5,627
Change-52 (-1%)
Value$1.0M (+$11.8K)
Filed 2026-11-02
Well Done, LLC
UNCHANGED
Shares5,164 from 5,164
Change0 (0%)
Value$927.2K (+$19.4K)
Filed 2026-10-20
Curry Webb Wealth Management LLC
UNCHANGED
Shares4,480 from 4,480
Change0 (0%)
Value$787.5K ($0)
Filed 2026-10-22
Parallel Advisors, LLC
UNCHANGED
Shares4,477 from 4,477
Change0 (0%)
Value$803.8K (+$16.8K)
Filed 2026-11-03
Gilbert Capital Group, Inc.
UNCHANGED
Shares4,295 from 4,295
Change0 (0%)
Value$771.1K (+$16.1K)
Filed 2026-10-28
Monument Group Wealth Advisors, LLC
DECREASED
Shares2,378 from 9,630
Change-7,252 (-75%)
Value$427.0K (-$7.4K)
Filed 2026-10-21
Dynamic Advisor Solutions LLC
DECREASED
Shares2,237 from 2,287
Change-50 (-2%)
Value$401.6K (-$392)
Filed 2026-10-13
NovaPoint Capital, LLC
DECREASED
Shares1,995 from 2,073
Change-78 (-4%)
Value$358.2K (-$6.2K)
Filed 2026-10-22
Milestone Investment Advisors LLC
DECREASED
Shares1,723 from 1,743
Change-20 (-1%)
Value$309.4K (+$3.0K)
Filed 2026-11-05
Values Added Financial LLC
UNCHANGED
Shares1,270 from 1,270
Change0 (0%)
Value$228.0K (+$4.8K)
Filed 2026-10-28
Go Invest LLC
INCREASED
Shares616 from 391
Change+225 (+58%)
Value$110.6K (+$42.0K)
Filed 2026-10-09
Transce3nd, LLC
NEW
Shares451
Change+451
Value$82.6K
Filed 2026-10-26
Caldwell Trust Co
UNCHANGED
Shares395 from 395
Change0 (0%)
Value$70.9K (+$1.5K)
Filed 2026-10-30
Farther Finance Advisors, LLC
DECREASED
Shares325 from 343
Change-18 (-5%)
Value$58.3K (-$2.0K)
Filed 2026-10-08
Tompkins Financial Corp
UNCHANGED
Shares217 from 217
Change0 (0%)
Value$39.0K (+$815)
Filed 2026-10-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED
Shares197 from 197
Change0 (0%)
Value$35.4K (+$739)
Filed 2026-10-07
Jacobi Capital Management LLC
NEW
Shares150
Change+150
Value$26.9K
Filed 2026-11-05
Sunrise Financial Services, LLC
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$16.3K (+$342)
Filed 2026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$3.8K (+$80)
Filed 2026-10-23
IFP Advisors, Inc
DECREASED
Shares10 from 25
Change-15 (-60%)
Value$1.8K (-$2.6K)
Filed 2026-10-16
LPL Financial LLC
N/A
Shares— from 54,996
Change-54,996 (-100%)
Value—
Olde Wealth Management, LLC
N/A
Shares— from 32,604
Change-32,604 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 22,641
Change-22,641 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 13,766
Change-13,766 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 7,858
Change-7,858 (-100%)
Value—
SGL Investment Advisors, Inc.
N/A
Shares— from 6,827
Change-6,827 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 6,155
Change-6,155 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 4,665
Change-4,665 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 4,403
Change-4,403 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,627
Change-3,627 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 3,551
Change-3,551 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,531
Change-3,531 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,458
Change-3,458 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 3,060
Change-3,060 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 2,782
Change-2,782 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 2,702
Change-2,702 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 2,314
Change-2,314 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 2,140
Change-2,140 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 2,038
Change-2,038 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 1,800
Change-1,800 (-100%)
Value—
Empire Financial Management Company, LLC
N/A
Shares— from 1,474
Change-1,474 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 950
Change-950 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 375
Change-375 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 225
Change-225 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 186
Change-186 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 171
Change-171 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 115
Change-115 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 72
Change-72 (-100%)
Value—
UBS Group AG
N/A
Shares— from 22
Change-22 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 13
Change-13 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 4
Change-4 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 3
Change-3 (-100%)
Value—
Status
Clear Point Advisors Inc.
NEW35,339—+35,339——$2.1M—2026-10-30
RVW Wealth, LLC
DECREASED15,88516,058-173-1%$2.8M$2.9M+$29.2K2026-10-06
First United Bank & Trust
DECREASED15,56717,299-1,732-10%$3.0M$2.8M-$246.0K2026-10-22
Roof Eidam Maycock Peralta, LLC
UNCHANGED9,0349,03400%$1.6M$1.6M+$33.9K2026-10-15
Founders Financial Securities LLC
DECREASED6,1086,155-47-1%$1.1M$1.1M+$14.7K2026-10-28
Cambridge Investment Research Advisors, Inc.
INCREASED6,0536,052+1+0%$1.1M$1.1M+$23.0K2026-11-02
Commonwealth Equity Services, LLC
DECREASED5,5755,627-52-1%$989.2K$1.0M+$11.8K2026-11-02
Well Done, LLC
UNCHANGED5,1645,16400%$907.8K$927.2K+$19.4K2026-10-20
Curry Webb Wealth Management LLC
UNCHANGED4,4804,48000%$787.5K$787.5K$02026-10-22
Parallel Advisors, LLC
UNCHANGED4,4774,47700%$787.0K$803.8K+$16.8K2026-11-03
Gilbert Capital Group, Inc.
UNCHANGED4,2954,29500%$755.0K$771.1K+$16.1K2026-10-28
Monument Group Wealth Advisors, LLC
DECREASED2,3789,630-7,252-75%$434.3K$427.0K-$7.4K2026-10-21
Dynamic Advisor Solutions LLC
DECREASED2,2372,287-50-2%$402.0K$401.6K-$3922026-10-13
NovaPoint Capital, LLC
DECREASED1,9952,073-78-4%$364.4K$358.2K-$6.2K2026-10-22
Milestone Investment Advisors LLC
DECREASED1,7231,743-20-1%$306.4K$309.4K+$3.0K2026-11-05
Values Added Financial LLC
UNCHANGED1,2701,27000%$223.3K$228.0K+$4.8K2026-10-28
Go Invest LLC
INCREASED616391+225+58%$68.7K$110.6K+$42.0K2026-10-09
Transce3nd, LLC
NEW451—+451——$82.6K—2026-10-26
Caldwell Trust Co
UNCHANGED39539500%$69.4K$70.9K+$1.5K2026-10-30
Farther Finance Advisors, LLC
DECREASED325343-18-5%$60.3K$58.3K-$2.0K2026-10-08
Tompkins Financial Corp
UNCHANGED21721700%$38.1K$39.0K+$8152026-10-05
Wealth Enhancement Trust Services, Inc.
UNCHANGED19719700%$34.6K$35.4K+$7392026-10-07
Jacobi Capital Management LLC
NEW150—+150——$26.9K—2026-11-05
Sunrise Financial Services, LLC
UNCHANGED919100%$16.0K$16.3K+$3422026-10-21
Dhjj Financial Advisors, Ltd.
UNCHANGED212100%$3.7K$3.8K+$802026-10-23
IFP Advisors, Inc
DECREASED1025-15-60%$4.4K$1.8K-$2.6K2026-10-16
LPL Financial LLC
N/A—54,996-54,996-100%$9.7M———
Olde Wealth Management, LLC
N/A—32,604-32,604-100%$5.7M———
Susquehanna International Group, LLP
N/A—22,641-22,641-100%$4.0M———
Morgan Stanley
N/A—13,766-13,766-100%$2.4M———
Royal Bank of Canada
N/A—7,858-7,858-100%$1.4M———
SGL Investment Advisors, Inc.
N/A—6,827-6,827-100%$1.2M———
Horizon Investments, LLC
N/A—6,155-6,155-100%$1.1M———
Bank of America Corp
N/A—4,665-4,665-100%$820.1K———
Raymond James Financial Inc
N/A—4,403-4,403-100%$774.0K———
Great Valley Advisor Group, Inc.
N/A—4,000-4,000-100%$703.0K———
Envestnet Asset Management Inc
N/A—3,627-3,627-100%$637.7K———
Cetera Investment Advisers
N/A—3,551-3,551-100%$624.3K———
FMR LLC
N/A—3,531-3,531-100%$620.8K———
Osaic Holdings, Inc.
N/A—3,458-3,458-100%$607.9K———
EP Wealth Advisors, LLC
N/A—3,060-3,060-100%$537.9K———
Citadel Advisors LLC
N/A—2,782-2,782-100%$489.0K———
Interactive Financial Advisors, Inc.
N/A—2,702-2,702-100%$468.5K———
Private Advisor Group, LLC
N/A—2,314-2,314-100%$406.8K———
Goldman Sachs Group Inc
N/A—2,140-2,140-100%$376.2K———
Advisory Services Network, LLC
N/A—2,038-2,038-100%$358.3K———
HighTower Advisors, LLC
N/A—1,800-1,800-100%$316.4K———
Empire Financial Management Company, LLC
N/A—1,474-1,474-100%$259.1K———
Global Retirement Partners, LLC
N/A—950-950-100%$167.0K———
Ameritas Investment Partners, Inc.
N/A—375-375-100%$65.9K———
CVA Family Office, LLC
N/A—225-225-100%$39.6K———
Smartleaf Asset Management LLC
N/A—186-186-100%$32.6K———
Vanguard Advisers Inc
N/A—171-171-100%$30.1K———
AE Wealth Management LLC
N/A—115-115-100%$20.2K———
JPMorgan Chase & Co
N/A—72-72-100%$12.6K———
UBS Group AG
N/A—22-22-100%$3.9K———
Bessemer Group Inc
N/A—13-13-100%$2———
Northwestern Mutual Wealth Management Co
N/A—4-4-100%$703———
Wells Fargo & Company
N/A—3-3-100%$511———
Showing 59 of 59 institutions